Single Sorted Lists of Patients

The following sorting options are available for the single sorted reports:

List of Patients by Billing Group
List of Patients by Birth Date
List of Patients by Case
List of Patients by Case Manager/Adjuster
List of Patients by Default Diagnosis
List of Patients by Default Location
List of Patients by Fee Schedule
List of Patients by Insurance Carrier
List of Patients by Patient Class
List of Patients by Plan Code
List of Patients by Referral Source
List of Patients by Referral Type
List of Patients by Responsible Dr
List of Patients by Transaction Referral
List of Patients by Zip Code

Note: if a patient account has never had any activity (transactions) posted, the account will be included in the report because it is treated as a 'new patient' account, and is considered a valid result to be included on the report.

You can print these reports to Microsoft Excel via MyReports and then retrieve the report from MyReports. For additional information about the available printing options, see Printing in CGM webPRACTICE.

The List of Patients by Billing Group is described below.

With the List of Patients by Billing Group function, you can print a report of patients sorted by the Billing Group entered on their account, that have had account activity within the specified date range.

Data Field Information

Prompt	Response	Len
Begin with Billing Group	Type the code you want to begin with or leave the field blank to start with the first code in the table.	7
End with Billing Group	Type the code you want to end with or leave the field blank to end with the last code in the table.	7
Print Detail of Patients	To print the individual patient information (Account Number, Patient Name, Birthday, Cell Phone and Home Phone) select this check box. If you do not select to print the detail of patients, only the summary of the total number of patients per code and the percentage of total patients per code will print.	1
Alpha or Numeric	If you selected to print detail of patients, select the sorting option you want.	1
Include Address Information	If you selected to print detail of patients and you want to print the patient's address information, select this check box.	1
Print from Service Date	Type the service date you want to begin with or click the calendar icon to select a date. Accounts with charges posted within the date range are included. This field defaults to one year prior to the current day.	10
Print through Service Date	Type the service date you want to end with or click the calendar icon to select a date.	10
Include Patients with No Activity	If you want to include patient accounts that have not had any activity, select this check box.	1
Print from List	If you want to print this report based off of a DMS List, select the list from the DMS Lists list box.	20

Report-Specific Notes

The other sorting options work the same way, sorting patients by the selected code or value, with the following differences:

List of Patients by Birth Date - Instead of a code range, select the Print for Birth Month you want from the list; the report sorts patients by the birth date entered on the Patient Name and Address screen and does not include the Print Detail of Patients option.
List of Patients by Insurance Carrier and List of Patients by Plan Code - Include a Primary Carriers Only check box; select it to limit the report to each patient's primary carrier.
List of Patients by Case - Sorts by the Case entered in the Case Management screen, as long as the case has not been terminated. When you select and print the report to Microsoft Excel via MyReports, a Case Employer column is included.
List of Patients by Transaction Referral - Sorts by the referral source stored on posted transactions. Instead of a Service Date range, type the accounting date in the Patients Referred Since field; the report searches transaction history and locates the first referral source posted for each patient on or after that date. You can use this report to generate a DMS list by adding it to the DMS Report Integration.

Sample Report